Foundation Wealth Management, Llc\Pa Dimensional ETF Tr Transaction History

Foundation Wealth Management, Llc\Pa

  • $231 Billion
  • Q2 2025

A detailed history of Foundation Wealth Management, Llc\Pa transactions in Dimensional ETF Tr stock. As of the latest transaction made, Foundation Wealth Management, Llc\Pa holds 8,870 shares of DFAE stock, worth $264,059. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,870
Previous 8,536 3.91%
Holding current value
$264,059
Previous $221 Million 16.19%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$22.87 - $28.95 $7,638 - $9,669
334 Added 3.91%
8,870 $257 Million
Q1 2025

Apr 22, 2025
BUY
$24.64 - $26.86 $2,045 - $2,229
83 Added 0.98%
8,536 $221 Million
Q4 2024

Feb 11, 2025
BUY
$25.36 - $28.15 $214,368 - $237,951
8,453 New
8,453 $214 Million

Others Institutions Holding DFAE

# of Institutions
595
Shares Held
180M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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